DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 660 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,100,524 | -3.5% | 156,509 | 0.0% | 2.27% | -1.6% |
| Q2 2023 | $4,249,207 | +0.6% | 156,509 | -5.5% | 2.31% | +16.2% |
| Q1 2023 | $4,221,807 | +7.8% | 165,691 | +2.7% | 1.99% | -17.5% |
| Q4 2022 | $3,915,631 | +4.3% | 161,270 | -4.5% | 2.41% | +11.1% |
| Q3 2022 | $3,755,000 | -4.3% | 168,825 | +0.2% | 2.17% | +5.0% |
| Q2 2022 | $3,924,000 | -16.1% | 168,415 | -0.7% | 2.06% | -8.4% |
| Q1 2022 | $4,679,000 | -4.6% | 169,637 | +0.1% | 2.25% | -23.7% |
| Q4 2021 | $4,907,000 | – | 169,385 | – | 2.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Onyx Financial Advisors, LLC | 2,982,371 | $80,971,379 | 69.20% |
| SJS Investment Consulting Inc. | 8,501,610 | $230,818,706 | 57.94% |
| Greenspring Advisors, LLC | 6,841,536 | $185,747,711 | 57.01% |
| Geometric Wealth Advisors | 5,874,755 | $161,673,250 | 50.32% |
| Chico Wealth RIA | 1,376,667 | $37,376,509 | 44.54% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,904,284 | $51,701,301 | 42.99% |
| Syverson Strege & Co | 3,461,579 | $93,981,867 | 40.24% |
| Core Wealth Management, Inc. | 2,890,656 | $78,481,303 | 39.84% |
| GRAND WEALTH MANAGEMENT, LLC | 2,405,966 | $65,321,977 | 38.84% |
| Shearwater Capital LLC | 1,633,557 | $44,351,061 | 38.78% |